Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edie? Claim Your ProfileEdie Kelly is an investment advisor representative with LPL Financial LLC. Edie has been in the financial services industry since 2010 and has worked for both Edward Jones and LPL Financial. Edie is licensed to provide advisory services in Florida, New Jersey, New York and Pennsylvania. Edie is also a registered representative with FINRA, a requirement for individuals who conduct securities business. Edie is currently registered to provide investment advisory services in New Jersey. Edie is associated with LPL Financial LLC's Princeton, NJ office. Edie has experience working with high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
05/05/2016 - Present
LPL Financial LLC (PRINCETON NJ)
NJ
04/14/2010 - 04/08/2016
EDWARD JONES (PRINCETON NJ)
BOTH
Issued 04/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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